Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MY GROUP LLC1 year Service code 26 · EIN 27-2102627 | Advisory (Participants) | $29,260 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,243 |
RETIREMENT HORIZONS INC.1 year Filed as: RETIREMENT HORIZONS INC Service code 13 · EIN 76-0551734 | Contract Administrator | $5,778 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,372 | $46,732+161.9% | $156,551-21.8% | $55,167+121.8% |
| Participation rate | 99.4% | 65.8%+33.6pp | 84.0%+15.4pp | 69.0%+30.4pp |
| Annual return | 10.74% | 17.72%-7.0pp | 32.23%-21.5pp | 169.23%-158.5pp |
| Employer contribution / active EE | $9,826 | $2,105+366.7% | $5,501+78.6% | $1,963+400.6% |
| Participant deferral / active EE | $3,657 | $2,204+65.9% | $4,871-24.9% | $3,054+19.7% |
| Admin fee / account holder | $258 | $418-38.3% | $13,028-98.0% | $504-48.8% |